Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Short Duration Fund vs Aditya Birla Sun Life Short Term Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Invest Now

tortoise-icon UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Fund Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹8141 Cr ₹2338 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 09 May 2003 26 Jun 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund AII Index
Turn Over 78% 126.45%
Expense Ratio 0.95 0.84
Manager Dhaval Joshi Sudhir Agrawal
ISIN Code INF209K01942 INF789F01AJ9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Month 1.01% 1.13%
6 Month 4.87% 4.78%
1 Year 9.26% 8.89%
3 Year 7.66% 7.24%
5 Year 6.97% 7%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
6 Month 3.22% 3.14%
1 Year 10.86% 10.49%
3 Year 8.63% 8.27%
5 Year 7.34% 7.4%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Year 7.19% 7.4%
3 Year 7.51% 7.45%
5 Year 7.95% 7.63%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Standard Deviation 0.946% 0.895%
Sharp 0.02% -0.521%
Beta 0.744% 0.659%
Alpha 0.064% -0.358%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Name Dhaval Joshi Sudhir Agrawal
Total AUM ₹361932 Cr ₹7736 Cr
Funds Managed 55 6
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Market Cap

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 100 100

Top Comparisons

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.25%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.36%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns24.58%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns18.71%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns11.77%

VS

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns11.05%

Compare Now

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns7.59%

VS

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.31%

Compare Now
Add to Cart Successfully